Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by Moneyites Research Desk

Managed by

Dinesh Sharma

SEBI Registered

INA000004161

Experience

10+years

Investment Strategy

Momentum

Dinesh is the founder of Moneyites Global Research Investment advisor. He serviced HNI and retails clients for more than a decade now in the Indian stock and commodity market. He is passionate about technical analysis and builds investment models for his clients based on price momentum analysis to beat the benchmark returns. He is an MBA in finance, writes blogs and contribute financial reports on investing.com

Read Blog

Bulls May Ride Nifty To 9500-9600 levels In Short-Term.

Read Blog

Bulls May Ride Nifty To 9500-9600 levels In Short-Term.

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3 simple steps

Choose

Choose a suitable portfolio that matches your investment objective.

Subscribe to the portfolio & get access to the constituent stocks & weights.

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Confused about where to start?

Easily track & manage your portfolio

Instant portfolio notifications

1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?

Moneyites offers portfolios of stocks and ETF that suits your risk profile and investment horizon. A focused portfolio comprises of stocks all based on the price momentum.

What is their investment philosophy?

A focused portfolio of stocks all based on the price momentum. The key is "Price Discounts Everything". Stocks at all-time highs and strong bullish setup are the criteria for selection.

What is a smallcase?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of Moneyites. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

Moneyites decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Moneyites’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.